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Schwab Short-Term US Treasury ETF

424 hedge funds and large institutions have $2.93B invested in Schwab Short-Term US Treasury ETF in 2019 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 167 increasing their positions, 123 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+56
Holders Change %
+15.22%
% of All Funds
8.37%
Holding in Top 10
53
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.85%
% of All Funds
1.05%
New
96
Increased
167
Reduced
123
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
376
Cedar Wealth Management
California
$35K -$107K -4,266 -75%
ACM
377
Allred Capital Management
Texas
$34.9K +$34.9K +1,384 New
THWM
378
Taylor Hoffman Wealth Management
Virginia
$34K +$3.87K +152 +13%
FWM
379
Foresight Wealth Management
Utah
$33K +$450 +18 +1%
FDCDDQ
380
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.7K +$15K +594 +85%
GI
381
Gradient Investments
Minnesota
$32K
EWM
382
EPG Wealth Management
Georgia
$30K +$30K +1,170 New
TRCT
383
Tower Research Capital (TRC)
New York
$30K +$30K +1,200 New
LFG
384
LifePlan Financial Group
Ohio
$29K
JPMorgan Chase & Co
385
JPMorgan Chase & Co
New York
$29K +$29K +1,158 New
DI
386
Disciplined Investments
Oklahoma
$27K +$27K +1,058 New
FMP
387
Financial Management Professionals
Texas
$25K
JHCP
388
Jackson Hole Capital Partners
Oklahoma
$23K
ACA
389
Aptus Capital Advisors
Alabama
$22K -$12.7K -512 -37%
BWA
390
Burt Wealth Advisors
Maryland
$22K -$1.5K -58 -6%
Carson Wealth (CWM LLC)
391
Carson Wealth (CWM LLC)
Nebraska
$22K
BlackRock
392
BlackRock
New York
$21K -$6.95K -268 -25%
BWM
393
BerganKDV Wealth Management
Minnesota
$21K +$21K +826 New
Fidelity Investments
394
Fidelity Investments
Massachusetts
$19K -$11K -426 -37%
First Manhattan
395
First Manhattan
New York
$17K
ClearBridge Investments
396
ClearBridge Investments
New York
$16K
CTC
397
Central Trust Company
Missouri
$16K +$16K +632 New
JWA
398
JFS Wealth Advisors
Pennsylvania
$15K -$1.14M -45,740 -99%
AIC
399
Ameritas Investment Company
Nebraska
$15K +$15K +610 New
JCM
400
Jacobi Capital Management
Pennsylvania
$14K